Android Add

This screen allows you to add inventory quantity to your items.

Tap on Transactions > Add.

The Add screen will appear.

Note:

• Fields with an asterisk (*) are mandatory. Also, you can lock the field, refer to Android Pinning Data. The magnifying glass icon allows you to search for an item. It will navigate to the Search Items screen where you can search for items.
• You can use the keyboard to enter the information in any field. Or if you want to scan a barcode, use the barcode scanner. Tap on the Barcode symbol, the scanner will appear. Scan the barcode and the field will display the scanned barcode number.

• Site-Item/Category Restrictions - If the “Site-Item/Category filter” is enabled on the web application and "Working Sites" is set on the mobile application. 

• When you search for an item, the list will display the items that have no category and the items that fall in the working site and site-item category restrictions.
• Similarly, if a location is already selected, then only the following items will be displayed - items with no category and the items that fall in the working site and site-item category restrictions.
• An alert “Item category is not allowed at the site” will appear when you type any restricted site name on the Site field.

 

Adding an Inventory

1. Enter the item number. Search for an item. Refer to the topic Search Items on the View Items Screen.
2. Based on the information entered while creating a new item, the item description will automatically populate. The field will be read-only. In some cases, the site and the location will also populate.
3. Enter/select the site.
4. Enter/select the location.
5. Enter the cost.
6. Enter the trackby details.

Note: If the items are tracked by any of the trackbys options, then the track by option will appear. The fields would be serial number/ lot number or date field. Also note that if the item is tracked by serial number, the quantity is always 1, as each item will have a unique serial number.

7. Enter/select the vendor.
8. Enter/select the reference number.
9. Enter/select the customer number.
10. Enter the quantity.
11. Select the unit name.

12. Enter notes, if any.
13. Tap on the Save button.
14. The Summary button will show a number that indicates the number of added transactions. 

15. Tap on the Summary button to view the summary screen. It will list all the added transactions.